Microsoft Dynamics 365 Business Central

Are you struggling to manage your growing business across finance, sales, service, and operations teams?

Maximizing Profits
and Efficiency

Over the last decade, the way we work, where work is done, and business models have change exponentially. Now is the time to move to the cloud and get the right solutions in place to empower your people to deliver more value to your customers-no matter where they are working from. This quick-start guide provides a high-level overview of the capabilities within Microsoft Dynamics 365 Business Central.

The guidance here will allow you to assess your business’s unique nuances and identify the next steps to selecting a comprehensive business management solution. Business Central provides the collaborative capabilities needed to connect your teams using a single solution, so everyone across the organization is empowered to adapt faster, work smarter, and perform better.

Financial Management

General ledger
Budgets
Dimensions
Cost Accounting
Multiple Currencies
Deferrals
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Consolidation
Fixed assets
Intercompany postings
Multiple Currencies
Fixed assets insurance
Fixed assets maintenance
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Bank account management
Cash flow forecast
Electronic payments
Bank account Reconciliation
Easy payment
Check writing
Reconciliation
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Reporting & Data Analyst

Financial reporting
(Accounts schedules)

Use account schedules as a powerful financial reporting tool. Accountants and controllers can include essential business data from the chart of accounts, budgets, cash flow accounts and cost types in financial reports.
Use the data to efficiently monitor the health of the business and provide valuable input for business decision makers. Define row and column layouts and combinations to generate the report you need.
Calculate totals and sub-totals and control the print output, for example, to compare current and historical budget figures.

Sales Management

Contact Management

Maintain an overview of your contacts and personalize your approach to each one. Record contact information for all business relationships, and specify the individual people related to each contact. Be alerted if you enter duplicate contact information.

Get a precise view of prospects and customers by categorizing your contacts based on weighted profiling questions (assign the weights of two questions to identify the value of a third question). Divide customers into ABC segments and rate results to target contacts for campaigns.

Easily create quotes for prospects and send sales documents for specific contacts.

Email logging for Microsoft Exchange Server

Log all inbound and outbound email messages sent through Business Central or Microsoft Outlook®.

Logging can be manual, or automated. Use a server- based solution with Microsoft Exchange Server to keep email messages in their native environment and ease administration.

Opportunity management

Keep track of sales opportunities. 

Section your sales processes into different stages to get an overview of and manage your sales opportunities.

Campaign management

Organize campaigns for segments of your contacts that you define based on reusable criteria, such as sales,

contact profiles, and interactions, and reuse existing segments. Send documents to people of different nationalities in their native language by using Campaign Management with Interaction/Document Management.

Better together with Microsoft Dynamics 365 Sales

Enable integration between Dynamics 365 Business Central and Sales for a more efficient lead-to-cash process. Empower users to make more informed decisions without switching products. Gain efficiency by ensuring tight integration between accounts and customers and adding cross-product features for the lead-to-cash flow.

Use the assisted setup guide connect Business Central with corresponding records in Sales.

Work with prices in currencies that differ from the local currency, using the coupling of the sales price list record in Business Central with the price list in Sales.

Check for available product inventory directly from Sales and synchronize sales orders to Business Central for fulfillment, invoicing and payments.

Interaction and document management

Record interactions that you have with your contacts, such as telephone calls, meetings, or letters, and attach documents such as Word, Excel, or TXT files.

Automatically log other interactions, such as the sales orders and quotes that you exchange contacts, and revisit them if needed.

Sales invoicing

Set up, post, and print customer invoices and sales credit memos.

Set up, post, and print customer invoices and sales credit memos.

Sales return order management

Create return orders to compensate customers who received incorrect or damaged items. Then receive returned items and link to a replacement sales order.

Create a partial return receipt or combine return receipts on one credit memo.

Sales line pricing and discounting

Manage flexible item price and discount structures that differentiate between special agreements with customers and groups and are conditioned by parameters such as minimum quantity, unit of measure, currency, item variant, and time period.

Offer the lowest price on sales lines when the sales order meets the conditions you specify on for sales prices. Update the price agreements by using the sales price worksheet.

Bulk invoicing from Microsoft Bookings

For companies using Microsoft Bookings in Office 365, it’s possible to do bulk invoicing.

The Un-invoiced

Bookings page in Microsoft Dynamics Business Central provides a list of the company’s completed bookings.

In this page you can quickly select the bookings you want to invoice and create draft invoices for the services provided.

Campaign pricing

Connect prices and line discounts to sales campaigns to give special pricing and discounts to customers and contacts in campaign segments.

Specify periods for which prices are valid. Apply campaign pricing and discounts to sales and service orders.

Sales invoice discounts

Calculate invoice discounts automatically. Set up any number of invoice discount terms, including a certain minimum amount,

discount percentage, and/ or a service charge. The discount is calculated on the individual item lines and becomes part of the net sum of the invoice. Calculations can be done in both local and foreign currencies.

Sales order management

Manage quotes, blanket orders, and order processes. Create partial shipments,

ship and invoice separately, create prepayment invoices for the sales order, and use quotes and blanket orders.

Alternative shipping addresses

Set up multiple ship-to addresses for customers who receive goods at more than one site.

The person creating a sales order or invoice can specify exactly where to send it.

Supply Chain

Project Management

Basic resources
Jobs
Capacity management
Multiple costs
Time sheet
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Service Management

Planning and dispatching

Assign personnel to work orders and log details such as work order handling and work order status. For dispatching,

manage service personnel and field technician information, and filter according to availability, skills, and stock items. Gain an overview of service task prioritization, service loads, and task escalations.

Service contract management

Set up agreements with the customers about service levels: Maintain information on contract history, contract renewal, and contract templates.

Manage warranties for service items and spare parts.

 

Record details on service levels, response times, discount levels, and the service history of each contract, including service items and parts used and labor hours.

Measure service contract profitability. Generate service contract quotes.

Service item management

Record and keep track of all your service items, including contract information, component management,

and BOM reference and warranty information. Use the Trendscape Analysis feature to view key performance indicators for service items during various periods.

Service price management

Set up, maintain, and monitor service prices. Set up price groups based on criteria, such as the service item (or several item groups), the service tasks, or the type of fault for a period of time or for specific customers or currencies.

Define price calculation structures that include all parameters involved in providing service, such as the parts used, the types of work, and the service charges. Automatically assign the correct

price structure to service orders that match the price group criteria. Assign fixed prices, minimum prices, or maximum prices to price groups and view statistics about profitability.

Service order management

Register post-sales issues including service requests, services due, service orders, and repair requests. Let customers initiate service requests or create them automatically according to the terms of service agreements.

Register and manage equipment loans to customers. Get a complete history of service orders and service order quotes through the Service Order Log.

Warehouse Management

Manufacturing

Understanding Dynamics Microsoft Dynamics 365 Business Central Functionality with Features Matrix Table

The Features Matrix Table might help you understand when functionality was introduced into the different versions of Dynamics Microsoft Dynamics 365 Business Central.

Download Now the updated release of Features Matrix Table